Women & Money

Typically one partner in any relationship is more adept in financial matters than the other partner.  Leaving the less adept partner ill-prepared to address financial matters is unintentional in most cases.  However, whether it is death, disability, illness or divorce, financial matters will need immediate attention.  My advisory process addresses the considerations and issues that you will need to address.  You will progress and learn how to address financial and investment matters over time.  Take a deep breath.  Prepare for the future. 

Let me help reduce the stress and challenge of financial planning in circumstances of change that can be very challenging.  Contact me for a complimentary no-obligation review today.